Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-27 00:00:00 ET · period of report 2023-02-23 · accession 0001062993-23-005014 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-02-27 | 2023-02-23 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $233.82 | -9,273 | 11.60M | -0.1% | -$2.17M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-02-23 | S | D | 4,317 | $232.39 | 11,600,637 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $231.9700 to $232.9300. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2023-02-23 | S | D | 160 | $236.17 | 11,595,681 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $236.1500 to $236.2100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2023-02-23 | S | D | 2,678 | $235.65 | 11,595,841 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $235.1200 to $236.0700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2023-02-23 | S | D | 1,357 | $234.57 | 11,598,519 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $234.0200 to $234.9500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2023-02-23 | S | D | 761 | $233.62 | 11,599,876 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $233.0000 to $233.8500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |